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Fair Market Valuation Form EVANTAGE Equity Trust Company

Fair Market Valuation Form EVANTAGE Equity Trust Company

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hi this is cory with advanta ira and i'm here to provide you a quick example of how to properly value any private equity assets for your fair market valuation when valuing the private equity asset it's important to understand that we're specifically looking for the exact full value of the investment as of the date being referenced looking over our fmv form you'll start with your name and account number followed by the name of the asset its specific asset type such as limited partnership llc private stock or any other type of private equity followed by the qsip which should actually already be printed on the form for you in the form that we've mailed to each client in the next subsection please provide the full value of the asset so if it's a price per unit you'll want to multiply that by the total amount of units you hold and then after that you'll provide the date the value is verified as of and reference any supporting documentation you're able to

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